Victory Capital Management
UPLD icon

Victory Capital Management’s Upland Software UPLD Stock Holding History

Victory Capital Management’s Portfolio UPLD Stock Details UPLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-8,995
Closed -$213K – 2518
2025
Q3 		$213K Buy
+8,995
New +$205K ﹤0.01% 2213
2024
Q2 		– Sell
-23,704
Closed -$732K – 2537
2024
Q1 		$732K Hold
23,704
– – ﹤0.01% 1866
2023
Q4 		$1M Sell
23,704
-69
-0.3% -$2.98K ﹤0.01% 1721
2023
Q3 		$1.1M Buy
+23,773
New +$867K ﹤0.01% 1603
2022
Q4 		– Sell
-139
Closed -$11K – 2713
2022
Q3 		$11K Hold
139
– – ﹤0.01% 2656
2022
Q2 		$20K Sell
139
-12,051
-99% -$1.76M ﹤0.01% 2618
2022
Q1 		$2.15M Sell
12,190
-1,582
-11% -$290K ﹤0.01% 1474
2021
Q4 		$2.47M Buy
13,772
+184
+1% +$46.8K ﹤0.01% 1489
2021
Q3 		$4.54M Hold
13,588
– – ﹤0.01% 1357
2021
Q2 		$5.59M Sell
13,588
-683
-5% -$300K 0.01% 1300
2021
Q1 		$6.74M Buy
+14,271
New +$6.89M 0.01% 1249
2020
Q2 		– Sell
-664
Closed -$178K – 3256
2020
Q1 		$178K Buy
664
+277
+72% +$100K ﹤0.01% 2362
2019
Q4 		$138K Buy
387
+36
+10% +$13.4K ﹤0.01% 2427
2019
Q3 		$122K Buy
+351
New +$146K ﹤0.01% 2379

Other funds holding UPLD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
CM
CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return

Victory Capital Management's UPLD Position: Q4 2025 in Review

Victory Capital Management sold out of Upland Software (UPLD) in Q4 2025, closing a stake of 8,995 shares — an estimated $213K sold.

Victory Capital Management first reported a position in UPLD in Q3 2019 and held it in 14 quarters. The position peaked at $6.74M in Q1 2021. 56 funds tracked by Wall St. Rank hold UPLD as of Q4 2025.

  • Victory Capital Management reported no remaining Upland Software position as of Q4 2025 after selling out during the quarter.
  • Victory Capital Management sold 8,995 Upland Software shares in Q4 2025, an estimated $213K.
  • Victory Capital Management first reported a position in Upland Software in Q3 2019 and held it in 14 quarters.
  • Victory Capital Management's Upland Software position peaked at $6.74M in Q1 2021.
  • 56 funds tracked by Wall St. Rank held Upland Software as of Q4 2025.

Based on Victory Capital Management's 13F filing for Q4 2025, filed 13 Feb 2026.